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Diversity & Inclusion

Displaying 85 results

Topic
  • News
  • September 2, 2020

Wells Fargo among the companies setting racial hiring quotas

The bank said it will increase Black leadership to 12%

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The force of diversity

Consistent support is key to progress on diversity and inclusion matters in the advice industry

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Diversity & Inclusion Lifetime Achievement Award: Margaret Starner

This year’s winner is not only a minority professional who’s succeeding in the financial services industry, she has made giving women a seat at the table a focal point of her life

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Stories of individuals and firms inspiring diversity in the financial advice business

The third annual InvestmentNews Excellence in Diversity & Inclusion Awards highlight the achievements of 14 individuals, as well as the initiatives of 15 firms that prioritize diversity and value the creation of an inclusive environment

Topic
  • News
  • August 26, 2020

Advisers need to address gender stereotypes about women: Merrill

The time for the industry to fully address the negative financial experiences of women is long overdue, according to a new study

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8 steps to creating racial justice portfolios

Interest in investing for equity and inclusion is growing, and yet most clients don't know where to start

Topic
  • News
  • August 21, 2020

Merrill Lynch releases adviser diversity data

Andy Sieg reports thundering herd's adviser pool includes 21% women and 23% ethnically diverse professionals

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  • News
  • August 18, 2020

Her Success Matters: Renée Baker

The head of PCG Advisor Inclusion Networks at Raymond James describes her experience with diversity and inclusion in the workplace

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Inequality as an investment risk

ESG investing will push to address the issues of systemic racism and the inequality of Black Americans

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Financial planning profession making great strides to develop diversity

While the industry's efforts are admirable, there is still more that firms can do

Topic
  • News
  • July 31, 2020

A champion for women on both sides of the desk

Margaret Starner, the 2020 Lifetime Achievement Winner for Excellence in Diversity & Inclusion, had made advocating for women a focal point of her career

Topic
  • News
  • July 29, 2020

The future of wealth management is female

Unprecedented asset shift to women expected within the decade

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An eye on tomorrow

Nominations close Sept. 7 for the sixth annual Women to Watch recognition program

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Diversity Champions

This year’s Excellence in Diversity & Inclusion firm finalists are honored for their efforts to foster diversity and inclusion within their own firms or the financial advice profession

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Outstanding Practices

These Excellence in Diversity & Inclusion firm finalists are recognized for their initiatives developed to increase diversity and inclusion of their firms or clients

Topic
  • News
  • June 23, 2020

Fink promises to boost black employees at BlackRock 30% by 2024

The CEO also said the asset manager will double the portion of senior executives who are black, from 3% currently

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Don’t conflate diversity and ESG

For the financial advice community, achieving diversity represents its future

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  • News
  • June 17, 2020

Ugly road for adviser diversity at Morgan Stanley: Lawsuit

Under CEO James Gorman, the wirehouse's diversity effort has moved in reverse, according to complaint

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Build a more diverse practice now

When it comes time to select an adviser, investors overwhelmingly choose advisers with demographics similar to their own

Topic
  • News
  • June 17, 2020

Wells Fargo ties pay of top execs to improving diversity

CEO Scharf sets a goal of doubling black leaders at the bank within the next five years